|
1
|
Precedent Wealth Partners
Houston,
Texas
|
$1361万
|
-$461万
|
-137,880
|
-25%
|
|
|
2
|
Capasso Planning Partners
Charleston,
South Carolina
|
$237万
|
-$13.3万
|
-3,973
|
-5%
|
|
|
3
|
Kestra Advisory Services
Austin,
Texas
|
$197万
|
-$6.17万
|
-1,845
|
-3%
|
|
|
4
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$182万
|
-$13.9万
|
-4,144
|
-7%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$107万
|
+$6.6万
|
+1,973
|
+7%
|
|
|
6
|
Atria Investments
Charlotte,
North Carolina
|
$96.8万
|
-$3.71万
|
-1,108
|
-4%
|
|
|
7
|
Old Mission Capital
Chicago,
Illinois
|
$88.8万
|
+$47.4万
|
+14,185
|
+117%
|
|
|
8
|
Madrona Financial Services
Everett,
Washington
|
$88.2万
|
–
|
–
|
–
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.9万
|
-$32.3万
|
-9,661
|
-28%
|
|
|
10
|
Clear Creek Financial Management
Silverdale,
Washington
|
$80.6万
|
-$5,016
|
-150
|
-0.6%
|
|
|
11
|
Harbour Investments
Madison,
Wisconsin
|
$76.8万
|
+$21.1万
|
+6,323
|
+38%
|
|
|
12
|
HBW Advisory Services
Simi Valley,
California
|
$57.3万
|
–
|
–
|
–
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$54.7万
|
+$8.97万
|
+2,683
|
+20%
|
|
|
14
|
Pinnacle Financial Partners (Georgia)
Atlanta,
Georgia
|
$50.7万
|
–
|
–
|
–
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$47万
|
+$10.1万
|
+3,029
|
+28%
|
|
|
16
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$44.5万
|
–
|
–
|
–
|
|
|
17
|
LPL Financial
San Diego,
California
|
$42.2万
|
–
|
–
|
–
|
|
|
18
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$39.1万
|
–
|
–
|
–
|
|
|
19
|
Americana Partners
Houston,
Texas
|
$38.1万
|
-$4,180
|
-125
|
-1%
|
|
|
20
|
Buck Wealth Strategies
Denver,
Colorado
|
$35.1万
|
–
|
–
|
–
|
|
|
21
|
|
$34.1万
|
+$2.87万
|
+859
|
+9%
|
|
|
22
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$30.9万
|
-$1.79万
|
-536
|
-6%
|
|
|
23
|
AE Wealth Management
Topeka,
Kansas
|
$30.7万
|
-$19.9万
|
-5,943
|
-40%
|
|
|
24
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$30.3万
|
–
|
–
|
–
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$29.8万
|
+$6.7万
|
+2,003
|
+29%
|
|
